SWZ
Swiss Helvetia Fund
31 hedge funds and large institutions have $37.2M invested in Swiss Helvetia Fund in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Holders
31
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$64.3K | |
| 2 | +$41.3K | |
| 3 | +$39.9K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$39.8K |
| 5 |
WOSD
WFA of San Diego
San Diego,
California
|
+$12K |
Top Sellers
| 1 | -$353K | |
| 2 | -$310K | |
| 3 | -$254K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$224K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$77.9K |